Retirement Tax Services Podcast Tax Tools and Operators with Justin Boatman
8 snips
Dec 29, 2025 In this discussion, Justin Boatman, Chief Product Officer at Nitrogen, reveals the groundbreaking AI Tax Center designed to enhance client conversations around taxes. He shares insights into how the tool generates client-friendly tax snapshots while keeping advisors informed with curated insights. The conversation explores the importance of integrating tax planning into financial conversations and the innovative ways to bridge tax returns with investment discussions. Justin also highlights plans for future features, including Roth conversion tools and operational checklists.
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Small Industry, Big Overlap
- Justin and Mike Bennett once discovered they live in the same Sacramento suburb after meeting in a business setting.
- They realized they'd been paired on a golf course earlier and slowly connected the dots.
Front-End Products Create Advisor Aha Moments
- Nitrogen's product strategy centers on enabling advisors to 'crush it' in client meetings with visual, AI-driven tools.
- The company focuses on quickly iterating AI features that create repeatable elevated client moments.
Tax Snapshot For Client Meetings
- Nitrogen's AI Tax Center extracts a client's 1040 and creates a short, client-friendly tax snapshot for quick meetings.
- The tool pairs visual client deliverables with advisor-facing insights to spark meaningful tax conversations.